Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Mayar Capital Ltd. (CIK 1858699) reported $89.1M across 16 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: KVUE ($12.9M, 14.49%), V ($9.5M, 10.62%), UPS ($8.9M, 10.04%), BFAM ($8.9M, 9.96%), MA ($8.5M, 9.57%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | KVUE | KENVUE INC | $12.9M | 14.49% | 676,116 | Trimmed |
| 2 | V | VISA INC | $9.5M | 10.62% | 27,600 | Trimmed |
| 3 | UPS | UNITED PARCEL SERVICE INC | $8.9M | 10.04% | 83,220 | Trimmed |
| 4 | BFAM | BRIGHT HORIZONS FAM SOL IN D | $8.9M | 9.96% | 125,234 | Trimmed |
| 5 | MA | MASTERCARD INCORPORATED | $8.5M | 9.57% | 16,602 | Added |
| 6 | NKE | NIKE INC | $8.1M | 9.12% | 198,000 | Added |
| 7 | SOLV | SOLVENTUM CORP | $7.7M | 8.58% | 99,190 | Trimmed |
| 8 | TOST | TOAST INC-CLASS A | $7.2M | 8.06% | 258,200 | Added |
| 9 | BKNG | BOOKING HOLDINGS INC | $6.9M | 7.69% | 38,470 | Added |
| 10 | MIDD | MIDDLEBY CORP | $4.5M | 5.06% | 26,200 | Trimmed |
| 11 | MSFT | MICROSOFT CORP | $1.8M | 2.01% | 4,800 | Trimmed |
| 12 | PYPL | PAYPAL HLDGS INC | $1.7M | 1.87% | 38,672 | Trimmed |
| 13 | BRKB | BERKSHIRE HATHAWAY INC DEL | $1.0M | 1.14% | 2,038 | Hold |
| 14 | LH | LABORATORY CORP AMER HLDGS | $955,640 | 1.07% | 3,413 | Trimmed |
| 15 | JNJ | JOHNSON & JOHNSON | $416,765 | 0.47% | 1,641 | Hold |
| 16 | GOOG | ALPHABET INC | $222,598 | 0.25% | 630 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30